Most companies in this space pick one lane — they’re a matching platform, or a CRM enrichment vendor, or a scheduling tool. We’re building the integrated infrastructure layer underneath all of it, powered by a proprietary knowledge graph of 200M+ Americans.
We’ve served 100,000+ consumers, referred $80B+ in assets to 13,000+ advisors, won Financial Advisory Platform of the Year at the 2026 FinTech Breakthrough Awards, and recently opened our compliance-by-design agentic AI platform to advisory firms across the industry. We’re small, we move fast, and the problem space is genuinely hard.
Please note: We are only accepting applications from candidates in the Greater Boston area, as this is a hybrid role with 4 days a week in office.
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